WWS
Wellington Wealth Strategies’s Public Storage PSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,427
| Closed | -$411K | – | 88 |
|
|
2024
Q2 | $411K | Buy |
+1,427
| New | +$411K | 1.72% | 12 |
|
|
2024
Q1 | – | Sell |
-1,196
| Closed | -$365K | – | 170 |
|
|
2023
Q4 | $365K | Buy |
+1,196
| New | +$365K | 0.31% | 54 |
|
|
2020
Q4 | $365K | Buy |
+1,196
| New | +$365K | 0.31% | 55 |
|